The gap between intent and execution is where most firms stall. Paragon Lab builds the systems that close it: premarket intelligence, intraday scanners, research pipelines, and workflow automation built by a securities professional with live trading desk experience.
Three phases. Every engagement starts with Discovery.
Workflow audit, AI opportunity map, and a concrete build spec ranked by ROI and delivered in writing. Fully standalone, no commitment to build required.
Custom agent system scoped to your workflow. We handle the full stack - architecture, infrastructure, prompting, tool integration, deployment. You get outcomes, not code to manage.
Ongoing maintenance, prompt tuning, and new mini-agents as your workflow evolves. This is where long-term value compounds. Every Build client is invited to stay on retainer.
Each agent type is purpose-built for a specific job. Scoped, deployed, and measured by the outcome it delivers.
Conversational AI that gathers client information, parses uploaded documents, and populates structured fields. Replaces manual data entry and phone tag.
Automatically submits to multiple carriers, compares quotes side-by-side, and generates AI analysis with coverage gap detection and savings breakdowns.
Generates applications, BOR letters, and eSign packets automatically. Tracks signature status and submits to carriers when complete.
Drafts follow-up emails, welcome packets, renewal reminders, and policy change confirmations. Agent reviews and sends with one click.
Monitors markets, competitors, regulatory changes, and industry news. Delivers daily intelligence briefs so you act on signal, not noise.
Coordinates multiple agents across a workflow. Routes tasks, manages handoffs, and ensures nothing falls through the cracks from intake to issuance.
Two worlds where precision matters and mistakes cost real money. We've built for both.
Traders and desks running systematic strategies that depend on speed, signal quality, and consistency every session.
Firms where client volume is growing faster than headcount, and manual intake, review, and follow-up is the bottleneck.
These systems run on a live trading desk every market day.
Replaces 60-90 minutes of daily pre-market research
Runs every trading day at open. Pulls overnight news, earnings surprises, and catalyst data - then scores each by signal strength so the desk knows what to trust. Narrows 20+ morning tickers down to 1-5 actionable names. Delivered to Telegram at 9:00 AM Mon - Fri.
Real-time scan across 8,000+ listed equities
Monitors all listed equities intraday in real-time. Built to surface your exact setup and ignore everything else. Scans in seconds, applies multi-factor filters, and alerts only when the specific pattern and conditions are met. No noise. No chart-flipping.
Tests strategies against full historical intraday datasets
Custom strategy validation framework with walk-forward windows, 10,000-run Monte Carlo simulation, and regime analysis across multiple market periods. Slippage modeled at the trade level. Built to find edge - or confirm it doesn't exist.
Interactive AI intake systems built for professional services. Run through an intake - the automation pipeline fires automatically.
AI intake that qualifies coverage needs, classifies the lead by policy type, and drafts a broker outreach email - held for agent approval before it goes out.
AI intake that classifies service type, builds a preliminary income and deduction profile, and generates a tax summary for CPA review before it reaches the client.
AI intake that classifies practice area, runs an automated conflict check, assigns the right attorney, and drafts a consultation email held for attorney approval.
Paste any contract, invoice, lease, or policy. The AI extracts parties, key dates, and dollar amounts - then flags missing clauses and risk terms. Report generated in seconds, held for human approval before filing.
Take our 5-minute AI Readiness Audit. Get a scored breakdown across five categories with a personalized action plan. No email required.
Take the Free AI AuditI spent years on proprietary trading desks and in market risk management, building tools I wished someone had already built. Premarket briefings that scored signals instead of just listing them. Scanners that cut through noise before a setup went obvious.
Paragon Lab exists because the gap between "we should use AI" and AI running in production is enormous, and most AI shops don't have the domain knowledge to bridge it for financial services firms.
When your systems touch live trading workflows, the builder needs to understand markets. Not just software.
Every system in the Deployed Systems section runs on a live desk every market day. That's the standard every client build is held to.
Start with a conversation about what you're trying to automate.
Every Paragon Lab engagement comes with a dedicated client workspace: a secure, private environment for tracking progress, accessing deliverables, and staying in sync throughout the build.
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Access Your Portal →Your workspace is created when your engagement begins. Access credentials are sent to your email.